- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor...planning strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based… more
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Brokerage - Services - Financial - Advisor \_25045413) **Job Description:**… more
- Bank of America (Deer Park, NY)
- Financial Solutions Advisor - Central Long...Has at least one year experience working in the financial service industry and/or a sales environment ... in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - 345 Park Ave...Has at least one year experience working in the financial service industry and/or a sales environment where ... in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Citigroup (East Meadow, NY)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Citigroup (Huntington, NY)
- …+ 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- WTW (New York, NY)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in ... **Description** As a Healthcare Financial /Actuarial Director, you will be a key member...initiatives. **Qualifications** + 10+ years of experience in professional services , ideally in a benefits consulting, brokerage ,… more
- Brink's (Springfield Gardens, NY)
- …cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies, ... opportunity to participate and grow. Job Description Brink's Global Services (BGS) is a division of Brink's Inc, the...responsible for their development, production and the level of service provided. Key Responsibilities: + Develop brokerage … more
- Foresters Financial Services (Westbury, NY)
- …financial -specialists) , First Allied Securities and Summit Brokerage Services (https://www.cetera.com/firms/summit- brokerage - services -inc) ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance… more
- TD Bank (New York, NY)
- …of TD Securities. GMD is a client facing team responsible for advisory services across trading desks and clients through capital markets deal origination including ... level. The VP, Global Markets Documentation is responsible for providing best-of-class service to clients of TD Securities and internal business partners by… more
- BlackRock (New York, NY)
- … Crime disciplines within a leading sell-side firm, investment management or financial services firm. + Demonstrated extensive knowledge of AML regulations, ... firm is seeking a professional to join the Americas Financial Crime Team as a senior member, based in...Oversee relevant internal audits. + Serve as a trusted advisor to business, legal and compliance teams on AML… more
- Anywhere Real Estate (New York, NY)
- …is a leading provider of full- service residential and commercial real estate brokerage services . The Coldwell Banker brand prides itself on its history of ... our purpose to empower everyone's next move through our leading integrated services , which include franchise, brokerage , relocation, and title and settlement… more
- World Insurance Associates, LLC. (Syosset, NY)
- …unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local ... in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions.… more
- OEC Group (Queens, NY)
- …Knowledge: A well-established book of business in international ocean, air, customs brokerage , and domestic trucking + Proactive Go-Getters: A hunter mentality with ... With up to a 3% company match for your financial future + Company Culture: Enjoy team outings, holiday...to master OEC Group's full suite of global shipping services . + Offer customized solutions: Consult clients on optimizing… more
- JPMorgan Chase (New York, NY)
- …message in a simple to understand format is a plus Chase is a leading financial services firm, helping nearly half of America's households and small businesses ... Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP… more
- World Insurance Associates, LLC. (Woodbury, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Anywhere Real Estate (New York, NY)
- …our purpose to empower everyone's next move through our leading integrated services , which include franchise, brokerage , relocation, and title and settlement ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress.… more
- Anywhere Real Estate (New York, NY)
- …our purpose to empower everyone's next move through our leading integrated services , which include franchise, brokerage , relocation, and title and settlement ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress.… more
- Deloitte (New York, NY)
- …consulting industry related to any of the following Financial Services /capital markets industries: investment banking, broker-dealer, prime brokerage , wealth ... have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and… more
- JPMorgan Chase (New York, NY)
- …Private Bank - PLP Borrower Specialist** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 ... individual investors, the business also provides retirement products and services , brokerage and banking services ...or lines of credit to new partners at professional service firms to finance their partnership equity purchases. Job… more